WisdomTree Long USD Short GBP/ JE00B3WPFZ34 /
| NAV24/05/2024 | Chg.-11.3398 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 5,619.9028GBP | -0.20% | reinvestment | ETN Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | -0.56 | -1.88 | 1.21 | -0.46 | -2.72 | 2.78 | -0.75 | 0.90 | 1.95 | -1.74 | 3.48 | -2.43 | -0.45% |
| 2022 | 0.84 | -0.11 | 1.79 | 4.78 | -0.44 | 3.76 | -0.18 | 4.65 | 6.79 | -5.16 | -3.14 | -0.78 | +12.83% |
| 2023 | -2.03 | 1.93 | -1.82 | -1.37 | 1.74 | -2.22 | -0.88 | 1.87 | 4.13 | 0.93 | -3.84 | -0.39 | -2.20% |
| 2024 | 0.46 | 0.99 | 0.43 | 1.24 | -1.45 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 5.86% | 6.31% | 7.06% | 9.32% | -% |
| Sharpe ratio | 0.08 | -0.29 | -0.41 | 0.15 | - |
| Best month | +1.24% | +1.24% | +4.13% | +6.79% | - |
| Worst month | -1.45% | -3.84% | -3.84% | -5.16% | - |
| Maximum loss | -2.86% | -2.86% | -5.53% | -14.89% | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Performance
| YTD | +1.65% | ||
|---|---|---|---|
| 6 Months | +0.96% | ||
| 1 Year | +0.88% | ||
| 3 Years | +16.29% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +11.68% | ||
| Year | |||
| 2023 | -2.20% | ||
| 2022 | +12.83% | ||
| 2021 | -0.45% | ||
